Intake Specialist – Bilingual Spanish/English

🕒 May 21

☕ Washington – Remote

☕ Washington – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💬 Bilingual

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Hexie Consulting

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🎯 Recruiter

B2B • Recruitment

Hexie Consulting is a company that provides skilled virtual assistant services to businesses, helping with administrative tasks, customer service, project management, legal support for law firms, marketing, and data and operational support. They position themselves as a cost-effective, flexible extension of a company’s team, offering pre-vetted assistants to reduce payroll and streamline workflows so clients can focus on growth.

📋 Description

• Handle a high volume of inbound calls, texts, and emails independently • Quickly engage with new leads and potential clients • Manage and track leads using internal software • Conduct detailed intake interviews over the phone • Qualify and sign potential clients using a customer-focused soft-sales approach • Help onboard new clients into the system • Maintain professionalism, empathy, and organization throughout the process

🎯 Requirements

• Has experience in sales, customer service, intake, account management, onboarding, or related areas • Enjoys helping people during difficult situations • Is empathetic, patient, and emotionally intelligent • Can communicate clearly and confidently in English and Spanish • Feels comfortable handling emotional conversations • Is organized and goal-oriented • Can multitask and adapt quickly in a fast-paced environment • Minimum 2 years of experience in sales, customer success, account management, intake, or client onboarding • At least 1 year of recent experience in a fast-paced office environment • Advanced English and Spanish fluency (C1 preferred) • Strong communication and interpersonal skills • Experience meeting goals or performance metrics is preferred • Professional services or B2C experience is a plus • Associate degree or higher is preferred.

🏖️ Benefits

• Health insurance • Professional development opportunities